Simplified Marketing | Marketing Strategies for Financial Professionals

59. Why Tax Season is the Wrong Time to Outsource Your Marketing

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Don’t hire a marketing strategist in the middle of tax season.

 

Sounds strange coming from me, right? But if you’re a CPA or financial pro trying to outsource your marketing between December and April, you’re setting yourself up for overwhelm.

 

In this episode, I’m breaking down:

  • Why tax season is the worst time to start outsourcing your marketing
  • The real reason onboarding with a strategist takes a full month
  • A behind-the-scenes look at my onboarding process with clients
  • A story of a client I had to let go (and what it taught me)
  • Why trusting the process leads to long-term results





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    Simplified Marketing | Marketing Strategies for Financial ProfessionalsBy Bianca Smith